AWMS
Advocacy Wealth Management Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,088
| Closed | -$78K | – | 49 |
|
|
2022
Q3 | $78K | Sell |
1,088
-225
| -17% | -$16.1K | 0.01% | 38 |
|
|
2022
Q2 | $99K | Hold |
1,313
| – | – | 0.02% | 39 |
|
|
2022
Q1 | $104K | Hold |
1,313
| – | – | 0.02% | 35 |
|
|
2021
Q4 | $111K | Sell |
1,313
-43
| -3% | -$3.64K | 0.02% | 40 |
|
|
2021
Q3 | $116K | Hold |
1,356
| – | – | 0.02% | 39 |
|
|
2021
Q2 | $116K | Hold |
1,356
| – | – | 0.02% | 43 |
|
|
2021
Q1 | $115K | Hold |
1,356
| – | – | 0.02% | 46 |
|
|
2020
Q4 | $120K | Hold |
1,356
| – | – | 0.02% | 45 |
|
|
2020
Q3 | $120K | Sell |
1,356
-867
| -39% | -$76.7K | 0.02% | 48 |
|
|
2020
Q2 | $196K | Buy |
2,223
+736
| +49% | +$64.9K | 0.04% | 42 |
|
|
2020
Q1 | $127K | Hold |
1,487
| – | – | 0.03% | 31 |
|
|
2019
Q4 | $125K | Sell |
1,487
-35
| -2% | -$2.94K | 0.04% | 35 |
|
|
2019
Q3 | $129K | Buy |
1,522
+373
| +32% | +$31.6K | 0.09% | 30 |
|
|
2019
Q2 | $95K | Hold |
1,149
| – | – | 0.07% | 29 |
|
|
2019
Q1 | $93K | Buy |
1,149
+348
| +43% | +$28.2K | 0.1% | 25 |
|
|
2018
Q4 | $63K | Buy |
+801
| New | +$63K | 0.05% | 30 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$168K | – | 315 |
|
|
2016
Q3 | $168K | Hold |
2,000
| – | – | 0.07% | 56 |
|
|
2016
Q2 | $169K | Hold |
2,000
| – | – | 0.09% | 72 |
|
|
2016
Q1 | $166K | Sell |
2,000
-300
| -13% | -$24.9K | 0.12% | 103 |
|
|
2015
Q4 | $186K | Buy |
+2,300
| New | +$186K | 0.21% | 86 |
|